Senior Wealth Strategist

The Senior Wealth Strategist serves as the lead planner for high net worth and ultra high net worth clients of the firm. In this role, the Senior Wealth Strategist is responsible for implementing and communicating coordinated wealth plans encompassing multiple disciplines including but not limited to estate, financial, and business succession planning. The Senior Wealth Strategist collaborates with members of the firm and the client's advisor team to provide support in the acquisition of new clients, while supporting retention and expansion of existing client relationships. The Senior Wealth Strategist is recognized as a thought leader both internally and externally through demonstrated knowledge, written materials and presentations to both clients and professionals.

Success Factors

Responsibilities

• Developing, consulting on, and implementing the tax, estate, and legacy plans for clients, including those of the greatest complexity

• Evaluating a client's assets and existing planning vehicles and developing ideas and alternatives (i.e. creation of trusts, asset protection strategies, etc.)

• Provide expert guidance in trust and estate planning including beneficiaries, wills, probates, trust arrangements and multigenerational wealth transfer strategies

• Collaborate with client's team of advisors to provide sophisticated wealth planning advice

• Proactively research industry trends and become a planning resource for clients and team members when recommending wealth strategies

• Maintaining current in-depth knowledge of a full range of topics related to wealth strategy and working with high net worth and ultra high net worth families (e.g., estate and tax planning, family governance, business succession, life insurance, among other topics)

• Partner with Wealth Strategy Team, Wealth Advisors, Investment and Operations Team Members to develop and enhance client relationship by providing expert wealth planning advice as part of a comprehensive client services offering

• Be an internally and externally recognized thought leader in the wealth strategy area and ideally would represent the firm through written materials and client and professional presentations

• Make recommendations to improve efficiencies

• Work with Managing Director on developing, implementing and monitoring wealth transfer plans for ultra high net worth families and other projects

• Research and consult on tax matters in the federal estate, gift, charitable planning, and generation-skipping tax arena

• Have knowledge, insight, and knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; the ability to apply this knowledge appropriately to diverse situations

• Maintain confidentiality with external client information as well as internal employee and firm information

People Management/Relationships

• Must be able to collaborate as a member of a client's team of advisors.

• Take initiative to be a team leader (seek out opportunities to help others)

• Treat everyone with respect; develop loyalty and trust with the team

• Successfully adapt to different personalities and working styles

• Proactively and effectively communicate information regarding status issues to team members

• Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

Required Skills

• Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff, clients and COIs; ability to communicate issues and conclusions

• Solid project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment

• Highly organized, proactive and energetic

• Attention to detail and ability to multi-task

• Ability to use sound judgement and discretion regarding confidential information

• Ability to listen to client needs and provide financial solutions, with strong networking capabilities

• Ability to shift focus and adapt to change

• Education, Experience and Certifications

• Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field; advanced degree (LLM, MBA, MA, MS) preferred

• Minimum 7 years client facing advisory experience in wealth, trust and estate planning for high net worth and ultra high net worth individuals and families

• License or registration: FINRA Series 65 (can be obtained after hiring); or 7 and 66 (combined and active within last two years);

• Juris Doctor (JD) preferred; CPA also desirable

• Essential Functions

• Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.

• Constantly operate computer and other office productivity machinery, such as a calculator, copy machine, and computer printer

• Ability to communicate in a professional manner and exchange information with internal and external actors as needed

• Ability to lift/carry up to 20 pounds

• Must be able to remain in a stationary position as needed

• Ability to work outside of normal business hours and weekends as needed

• Ability to travel to local and non-local clients as needed, overnight travel may be required

• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:

$160,000 - $180,000